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JP Morgan Private Wealth Advisors’s Evergy EVRG Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$561K Sell
11,062
-914
-8% -$51.9K ﹤0.01% 1203
2023
Q2 		$700K Sell
11,976
-6,225
-34% -$376K ﹤0.01% 891
2023
Q1 		$1.11M Sell
18,201
-1,517
-8% -$92.3K ﹤0.01% 1120
2022
Q4 		$1.24M Sell
19,718
-3
-0% -$180 ﹤0.01% 1043
2022
Q3 		$1.17M Sell
19,721
-124
-0.6% -$8.34K ﹤0.01% 1058
2022
Q2 		$1.29M Sell
19,845
-136
-0.7% -$9.22K ﹤0.01% 1009
2022
Q1 		$1.37M Buy
19,981
+841
+4% +$54.3K ﹤0.01% 1069
2021
Q4 		$1.31M Sell
19,140
-4
-0% -$260 ﹤0.01% 1101
2021
Q3 		$1.19M Sell
19,144
-278
-1% -$18.2K ﹤0.01% 1131
2021
Q2 		$1.17M Buy
19,422
+947
+5% +$59.2K ﹤0.01% 1115
2021
Q1 		$1.1M Buy
18,475
+369
+2% +$20.4K ﹤0.01% 995
2020
Q4 		$1M Sell
18,106
-3,593
-17% -$197K ﹤0.01% 1007
2020
Q3 		$1.1M Buy
21,699
+2,267
+12% +$127K ﹤0.01% 853
2020
Q2 		$1.15M Buy
19,432
+620
+3% +$36.7K 0.01% 764
2020
Q1 		$1.04M Sell
18,812
-1,885
-9% -$124K 0.01% 704
2019
Q4 		$1.35M Sell
20,697
-681
-3% -$43.4K 0.01% 697
2019
Q3 		$1.42M Buy
21,378
+549
+3% +$34.7K 0.01% 656
2019
Q2 		$1.25M Sell
20,829
-2,756
-12% -$161K 0.01% 690
2019
Q1 		$1.37M Sell
23,585
-332
-1% -$18.9K 0.01% 699
2018
Q4 		$1.36M Sell
23,917
-377
-2% -$21.8K 0.01% 660
2018
Q3 		$1.33M Buy
24,294
+1,473
+6% +$83.3K 0.01% 736
2018
Q2 		$1.28M Buy
+22,821
New +$1.22M 0.01% 701

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EVRG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Evergy (EVRG) stake by 7.6% in Q3 2023, selling an estimated $51.9K and leaving 11,062 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

JP Morgan Private Wealth Advisors first reported a position in EVRG in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.42M in Q3 2019. 663 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,062 shares of Evergy worth $561K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 914 Evergy shares in Q3 2023, an estimated $51.9K.
  • Evergy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1203 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Evergy in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Evergy position peaked at $1.42M in Q3 2019.
  • 663 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.